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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,136 | $59,116-59.2% | $86,438-72.1% | $68,486-64.8% |
| Participation rate | 88.3% | 75.2%+13.1pp | 80.3%+8.0pp | 67.9%+20.4pp |
| Annual return | -13.63% | -0.23%-13.4pp | 4397.19%-4410.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,282 | $5,902+40.3% | $6,952+19.1% | $4,028+105.6% |
| Admin fee / account holder | $2,857 | $5,639-49.3% | $6,733-57.6% | $5,404-47.1% |